When working in the Receipt Editor in Virtuous, there are several Merge tags that can be used in mail receipts. But when you create a receipt using the "Multiple Gifts per receipt" option, you won't see the complete list.
Why?
Well, when creating a statement, it's not possible to embed Gift data in the body of the receipt text, as you can with a receipt for a single Gift. Instead, you'll need to use the Gift Table.
But with mail receipts — and ONLY with mail receipts — you can edit the Gift Table to customize the data included. This is not possible with email receipts.
NOTE: These merge tags are for the Receipt Template builder ONLY. The Legacy Receipt tool uses a different structure for merge tags.
Since the merge tag view is limited, use this handy guide to customize your Gift Table values. The list below includes ALL available merge tags, including those you'll see in the builder, just in case. 😉
To include any of these values in your receipt template, you can copy and paste the values you see on the right below, including the "%" signs.
| Field Name | Merge Tag | Definition |
| Contact ID: | %ContactId% | This is the unique identifier created by Virtuous for the Contact |
| Contact Name: | %ContactName% | This is the full name of the contact in Virtuous (note: this is not the individual name but the contact name that appears at the top of the page on the contact record) |
| Contact Informal Name: | %ContactInformalName% | This is the informal name listed on the contact record- many times it's just the first and secondary individuals name. (For help on customizing this, check out this article) |
| Contact Formal Name | %ContactFormalName% | This is a Contact’s formal name. You can configure rules for Formal Name in name settings or override those settings for any specific Contact records. |
| Contact Alternate Name | %ContactAlternateName% | This is a Contact’s alternate method of being addressed, typically alongside an address block. You can configure rules for Alternate Name in name settings or override those settings for any specific Contact records. |
| Preferred Addressee | %PreferredAddressee% | This is the Contact's preferred method of being addressed, typically alongside an address block (e.g., John and Jane Smith). It defaults to Contact Name, but can be changed in a specific Contact record to be Informal Name, Contact Name, or Alternate Contact Name, all of which can have their own rules set while configuring name settings. |
| Preferred Salutation | %PreferredSalutation% | This is the Contact’s preferred method of being greeted (e.g., John and Jane). It defaults to Informal Name, but can be changed in a specific Contact record to be Contact Name, Formal Contact Name, or Alternate Contact Name, all of which can have their own rules set while configuring name settings. |
| Primary Individual First Name: | %PrimaryIndividualFirstName% | This is the first name of the individual listed as Primary on the contact record (if there is only one individual, that person is the primary) |
| Primary Individual Last Name: | %PrimaryIndividualLastName% | This is the last name of the individual listed as Primary on the contact record |
| Primary Full Address: | %PrimaryFullAddress% | This is the full address listed as primary on the contact record. This includes Address 1, Address 1, City, State, Postal |
| Primary Address 1: | %PrimaryAddress1% | This is the first line of the address listed as primary on the contact record |
| Primary Address 2: | %PrimaryAddress2% | This is the second line of the address listed as primary on the contact record |
| Primary City: | %PrimaryCity% | This is the city of the address listed as primary on the contact record |
| Primary State: | %PrimaryState% | This is the state of the address listed as primary on the contact record |
| Primary Postal: | %PrimaryPostal% | This is the postal code of the address listed as primary on the contact record |
| Primary Country: | %PrimaryCountry% | This is the country of the address listed as primary on the contact record |
| Receipt Date: | %ReceiptDate% | This is the date that receipting was run. |
| Long Receipt Date: | %LongReceiptDate% | This is the date that receipting was run, written out formally (Month, Day, Year) |
| Receipt ID: | %ReceiptId% | This is the unique identifier created by Virtuous for the receipt. These numbers are sequential |
| Total Deductible Gift Amount: | %TotalDeductibleGiftAmount% | The sum of the deductible gift amount for all gifts included in a multi-gift receipt |
| Total Nondeductible Gift Amount: | %TotalNondeductibleGiftAmount% | The sum of the non deductible gift amount for all gifts included in a multi-gift receipt |
| Calendar Year To Date Non Tax Deductible Amount: | %CalendarYearToDateNonTaxDeductibleAmount% | The total amount given this calendar year that is not tax deductible |
| Calendar Year To Date Tax Deductible Amount: | %CalendarYearToDateTaxDeductibleAmount% | The total amount given this calendar year that is tax deductible |
| Fiscal Year To Date Non Tax Deductible Amount: | %FiscalYearToDateNonTaxDeductibleAmount% | The total amount given this fiscal year that is not tax deductible |
| Fiscal Year To Date Tax Deductible Amount: | %FiscalYearToDateTaxDeductibleAmount% | The total amount given this fiscal year that is tax deductible |
| Last Calendar Year Giving: | %LastCalendarYearGiving% | The total amount of giving last calendar year (does not include passthrough giving) |
| Last Calendar Year Gift Count: | %LastCalendarYearGiftCount% | The total number of gifts last calendar year (does not include passthrough giving) |
| Gift ID: | %GiftId% | The unique identifier created for the gift by Virtuous |
| Receipted Gift ID: | %ReceiptedGiftId% | Unique ID assigned by Virtuous to a gift when it has been included in a receipt |
| Gift Type: | %GiftType% | The type of gift (cash, credit, check, etc) that was made. https://academy.virtuous.org/courses/gifts-and-gift-processing |
| Gift Date: | %GiftDate% | The date the gift was made |
| Deductible Gift Amount: | %DeductibleGiftAmount% | The tax deductible amount of a single gift |
| Projects: | %Projects% | The projects (and the splits) that this gift is funding. This will appear as the project name:$$ given to that project- even if all of the gift is going to a single project. |
| Gift Notes: | %GiftNotes% | Any notes that were added to the gift in the notes field |
| Gift Amount: | %GiftAmount% | The total amount of the gift given |
| Tribute: | %Tribute% | This is any information that was entered into the Tribute description box on the gift |
| Tribute Name: | %TributeName% | This is the name of the tribute |
| Tribute Type: | %TributeType% | In honor or in Memory of |
| Premiums: | %Premiums% | Any premiums that the donor received in return for their gift |
| Check Number: | %CheckNumber% | The number on the check entered on the gift |
| NonCash Description: | %NonCashDescription% | The information entered into the box for the non cash description on the gift |
| Receipt Segment Code: | %ReceiptSegmentCode% | The segment code for the response device on the receipt |
| Calendar Year To Date Fair Market Value | %CalendarYearFairMarketValue% | The sum of the Fair Market Value of gifts given during the current calendar year |
| Last Calendar Year To Date Fair Market Value | %LastCalendarYearFairMarketValue% | The sum of the Fair Market Value of gifts given during the last calendar year |
| Replacement Receipt ID | %ReplacementReceiptId% | The unique identifier created for a replacement receipt by Virtuous (this will come into play for Canadian organizations) |
| Fair Market Value | %FairMarketValue% | The fair market value is the price a premium would sell for on the open market |
| Tribue Acknowledgee | %Acknowledgee% | The name of the contact marked as the acknowledgee on a tribute gift |
| IRA Custodian | %IraCustodian% | The name of the organization facilitating an IRA gift |
| Non Cash Type | %NonCashType% | The type of a non cash gift selected on the gift |
| Stock Ticker Symbol | %StockTickerSymbol% | The stock symbol or ticker is a unique series of letters assigned to a security for trading purposes |
| Number of Shares | %NumberOfShares% | The number of shares included on a gift |
| From Name | %FromName% | The name of your organization (as set in organization settings) |
| From Address 1 | %FromAddress1% | The first line of your organizations address (as set in organization settings) |
| From Address 2 | %FromAddress2% | The second line of your organizations address (as set in organization settings) |
| From City | %FromCity% | The city for your organization (as set in organization settings) |
| From State | %FromState% | The state for your organization (as set in organization settings) |
| From Postal | %FromPostal% | The postal code for your organization (as set in organization settings) |
| Custom Field | Custom gift, contact, and individual fields will also populate as merge fields on your receipt template |